Production Admin Specialist 1 and Client Onboarding
Company: DRDA, LLC
Location: Houston
Posted on: February 17, 2026
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Job Description:
Job Description Job Description We are seeking a dynamic and
detail-oriented Production Admin Specialist 1 and Client Onboarding
professional to join our team. In this vital role, you will be part
of a dynamic team supporting firm production and the seamless
onboarding process, ensuring all administrative tasks are handled
efficiently. Your energetic approach will help foster positive
relationships with clients while maintaining smooth internal
operations. This position offers an exciting opportunity to
contribute to a fast-paced environment where organizational skills
and customer service excellence are paramount. Duties Project
Coordination: Set up, assign, and reassign projects as needed.
Print & Assemble and Deliver tax returns. Maintain accurate client
information in project/client management software. Document
Management: Scan physical documents dropped off at the office and
upload to virtual filing system. Maintain the physical File Room
including the document log, and ensure timely return of client
documents. Reindex documents received through an online client
portal to the correct location in the virtual filing system. Notify
the client manager upon receipt of documents to determine project
assignments. Client Interaction: Collect signed forms/8879/e-file
authorizations from clients. Follow up with clients via email
and/or phone calls to ensure timely communication. Assist in
preparing zero payment due extensions and sending out tax
organizers. Support client portal setup, deletion, and
troubleshooting. Front desk back up. Prospect & Client On-Boarding:
Manage the prospect and client onboarding workflow by tracking
prospects using established processes and procedures. Preparation
of engagement letters and sending via DocuSign. Request and receive
necessary information and documents from prospective clients,
including secure file sharing if needed. Schedule appointments and
setup client onboarding projects, following established processes
for onboarding new clients and existing clients for new services.
Ensure all tasks are executed in a timely and organized manner.
Experience Previous experience working in a CPA or financial
services environment. Knowledge of audit and tax document
requirements. Proven experience in document management, preferably
within an accounting or CPA firm. Excellent organizational skills
and attention to detail. Strong communication and collaboration
skills.•Ability to handle confidential information with integrity
and professionalism. Be proficient in Microsoft Office Suite,
Adobe. Possess advanced typing skills. Ability and willingness to
work overtime, after hours and/or weekends as needed to meet
business demands with prior manager approval. Committed to
delivering detailed and accurate results in a fast-paced
environment. Strong writing, editing, and proofreading abilities.
Job Type: Full-time Benefits: 401(k) 401(k) matching Dental
insurance Health insurance Life insurance Paid time off Vision
insurance Work Location: In person Powered by JazzHR JeuPKkv1rM
Keywords: DRDA, LLC, Texas City , Production Admin Specialist 1 and Client Onboarding, Administration, Clerical , Houston, Texas
